An Exceptional Life Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our rate for Financial Planning ranges from $300 per hour.”

Flat or project fee

$1,500⁠-⁠$6,000

“Annual Engagement Our standard fee for the annual engagement of financial planning is between $1,500 - $6,000.”

Annual fee

$1,800⁠-⁠$3,000/yr

“Our annual fee for this service ranges from $1,800 to $3,000 per year, plus a non-refundable $150 to $250 upfront fee for new clients.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How An Exceptional Life Financial, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “For engagements of three hours or less, payment of hourly fees is due immediately upon completion of the engagement or meeting.”
• “In the event of early termination by a client, any fees for hours of work that have been completed will be due, and any remaining balance, if any, will be refunded. 8 The fee may be negotiable, in certain cases, at the discretion of AELF.”
• “Financial planning fees may be paid by check or electronic funds transfer, and clients may terminate an hourly agreement at any time by notifying Advisor promptly.”

How An Exceptional Life Financial, LLC’s fees compare

• Its hourly rate of $300 is above the Indiana median of $250. 61% of the 119 other Indiana planners that publish an hourly rate charge less.
• 18 of the 30 other planners in Indianapolis that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$6,000 spans the Indiana median of $5,000. 44% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 6 of the 18 other planners in Indianapolis that publish a flat or project fee charge less.
• Its annual fee of $1,800-$3,000 is below the Indiana median of $5,000. 8% of the 36 other Indiana planners that publish an annual fee charge less.
• None of the 8 other planners in Indianapolis that publish an annual fee charge less.

About An Exceptional Life Financial, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

370

Employees

4

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars and workshops, and other services

Assets managed

$258,925,194

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

288742

Website

facebook.com/teachplanretire (opens in new tab)

Phone

(317) 941-6492

Can advise clients in 6 states: California, Florida, Illinois, Indiana, Missouri, Texas

Other planners in Indianapolis that publish fees

• Abound Wealth StrategiesIndianapolis$720⁠-⁠$25,000
• Blackwood Investment Group, LLCIndianapolis$250/hr, $59⁠-⁠$199/mo
• Blend WealthIndianapolis$1,541/mo
• C.r. Retirement Strategies, LLCIndianapolis$200⁠-⁠$500/hr, $2,500⁠-⁠$15,000
• CFG Wealth Management Services IncIndianapolis$250/hr
• Charter Advisory CorporationIndianapolis$125⁠-⁠$300/hr

Compare all 60 planners in Indianapolis